What is Planned Giving?

Very simply, Planned Giving is setting up a plan to provide for your favourite charities. It organizes the gifts that you wish to make so that your wishes will be realized. Planned gifts are arranged in the present but usually received in the future.

You can work with your Brant Community Foundation on a pledge schedule that will create a Donor Advised fund during your lifetime. You can be part of the grant decision making process for a fund that can grow through planned giving options.

Some Planned Giving Options:

• Initial donation and annual pledge schedule
• Bequest in a will
• Life insurance
• Major Gift-in-Kind

Donor Spotlight

Orland and Patricia Harrison Fund: a gift that keeps on giving

When asked why he created this fund, Orland responded: "Retirement brings many challenges and more than a few surprises to those who fail to seek professional advice. For many years we had planned to reduce taxes with a final bequest to our church and a few favourite charities. It would be fair to say that we had the will but not the way.

After a few chats with Vyrt Sisson, we discussed his ideas with our lawyer and learned that he was involved with a similar community foundation. We received his enthusiastic support and started a Fund when Pat died in June 2010.

We preferred a plan that would eventually provide an annual income in perpetuity. We trusted the professional leadership and loved the idea that our final bequest could, in fact, be a gift that keeps on giving and giving.

The best part - our children and grand children liked the idea too!"